47 companies

NVIDIA

Market Cap: US$3.2t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

NVDA

US$135.34

7D

15.6%

1Y

43.0%

Credo Technology Group Holding

Market Cap: US$10.2b

Provides various high-speed connectivity Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

CRDO

US$59.58

7D

15.9%

1Y

211.9%

Astera Labs

Market Cap: US$15.0b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

ALAB

US$92.19

7D

28.7%

1Y

26.3%

Intchains Group

Market Cap: US$158.2m

Engages in the provision of altcoin mining products in the People’s Republic of China.

ICG

US$2.58

7D

5.7%

1Y

-69.2%

Marvell Technology

Market Cap: US$56.6b

Provides data infrastructure semiconductor solutions, spanning the data center core to network edge.

MRVL

US$65.90

7D

17.0%

1Y

-6.1%

Arm Holdings

Market Cap: US$141.1b

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products.

ARM

US$133.07

7D

14.2%

1Y

16.5%

Daqo New Energy

Market Cap: US$1.0b

Manufactures and sells polysilicon to photovoltaic product manufacturers in the People’s Republic of China.

DQ

US$14.84

7D

11.9%

1Y

-21.6%

Semtech

Market Cap: US$3.5b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

SMTC

US$39.64

7D

14.1%

1Y

-0.5%

Microchip Technology

Market Cap: US$32.7b

Engages in the development, manufacture, and sale of smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia.

MCHP

US$60.80

7D

23.7%

1Y

-35.5%

Lattice Semiconductor

Market Cap: US$7.5b

Develops and sells semiconductor products in Asia, Europe, and the Americas.

LSCC

US$52.25

7D

6.2%

1Y

-27.0%

Broadcom

Market Cap: US$1.1t

Designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide.

AVGO

US$232.49

7D

11.9%

1Y

64.6%

SiTime

Market Cap: US$4.8b

Designs, develops, and sells silicon timing systems solutions in Taiwan, Hong Kong, the United States, Singapore, and internationally.

New

SITM

US$203.00

7D

22.1%

1Y

56.7%

Enphase Energy

Market Cap: US$6.3b

Designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally.

ENPH

US$49.73

7D

1.4%

1Y

-57.4%

First Solar

Market Cap: US$20.7b

A solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, India, Chile, and internationally.

FSLR

US$186.18

7D

39.2%

1Y

-4.3%

ON Semiconductor

Market Cap: US$19.1b

Provides intelligent sensing and power solutions in the United States and internationally.

New

ON

US$45.20

7D

16.5%

1Y

-39.5%

PDF Solutions

Market Cap: US$778.5m

Provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, Japan, China, Taiwan, and internationally.

New

PDFS

US$20.49

7D

4.5%

1Y

-39.3%

Teradyne

Market Cap: US$13.5b

Designs, develops, manufactures, and sells automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

TER

US$82.99

7D

8.0%

1Y

-36.9%

Canadian Solar

Market Cap: US$677.0m

Provides solar energy and battery energy storage products and solutions in Asia, the Americas, Europe, and internationally.

CSIQ

US$10.69

7D

16.1%

1Y

-33.4%

Advanced Micro Devices

Market Cap: US$190.9b

Operates as a semiconductor company worldwide.

AMD

US$114.99

7D

13.1%

1Y

-29.3%

Kulicke and Soffa Industries

Market Cap: US$1.8b

Engages in the design, manufacture, and sale of capital equipment and tools used to assemble semiconductor devices.

KLIC

US$34.14

7D

7.6%

1Y

-28.8%

Analog Devices

Market Cap: US$112.5b

Engages in the design, manufacture, testing, and marketing of integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia.

ADI

US$227.12

7D

12.0%

1Y

6.1%

MACOM Technology Solutions Holdings

Market Cap: US$9.2b

Offers analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.

MTSI

US$122.53

7D

2.4%

1Y

20.6%

Kopin

Market Cap: US$221.3m

Kopin Corporation, together with its subsidiaries, invents, develops, manufactures, and sells microdisplays, subassemblies, and related components for defense, enterprise, industrial, and consumer products in the United States, the Asia-Pacific, Europe, and internationally.

KOPN

US$1.52

7D

7.0%

1Y

82.5%

JinkoSolar Holding

Market Cap: US$1.0b

Engages in the design, development, production, and marketing of photovoltaic products.

JKS

US$19.41

7D

4.2%

1Y

-21.7%

Allegro MicroSystems

Market Cap: US$5.0b

Designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific analog power ICs for motion control and energy-efficient systems.

ALGM

US$27.02

7D

28.2%

1Y

-9.2%

Micron Technology

Market Cap: US$106.5b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Mainland China, rest of the Asia Pacific, Hong Kong, Japan, Europe, and internationally.

MU

US$95.45

7D

12.1%

1Y

-25.4%

Penguin Solutions

Market Cap: US$1.0b

Engages in the designing and development of enterprise solutions worldwide.

PENG

US$19.27

7D

8.0%

1Y

-2.9%

Power Integrations

Market Cap: US$3.1b

Designs, develops, manufactures, and markets analog and mixed-signal integrated circuits (ICs), and other electronic components and circuitry used in high-voltage power conversion worldwide.

POWI

US$54.26

7D

4.9%

1Y

-30.1%

Impinj

Market Cap: US$3.5b

Operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

PI

US$121.75

7D

24.5%

1Y

-28.2%

ACM Research

Market Cap: US$1.6b

Develops, manufactures, and sells capital equipment worldwide.

New

ACMR

US$25.15

7D

25.6%

1Y

5.4%

Nova

Market Cap: US$5.8b

Designs, develops, produces, and sells process control systems used in the manufacture of semiconductors in Israel, Taiwan, the United States, China, Korea, and internationally.

NVMI

US$195.13

7D

4.5%

1Y

0.3%

MKS Instruments

Market Cap: US$6.3b

Provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally.

MKSI

US$91.19

7D

18.0%

1Y

-28.8%

Intel

Market Cap: US$93.9b

Designs, develops, manufactures, markets, and sells computing and related products and services worldwide.

INTC

US$21.55

7D

2.6%

1Y

-32.7%

Texas Instruments

Market Cap: US$170.2b

Designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, rest of Asia, Europe, Middle East, Africa, Japan, and internationally.

TXN

US$187.83

7D

13.4%

1Y

-3.7%

inTEST

Market Cap: US$74.3m

Provides test and process technology solutions for use in manufacturing and testing in automotive, defense/aerospace, industrial, life sciences, security, and semiconductor markets in the United States and internationally.

INTT

US$6.05

7D

-5.6%

1Y

-40.6%

Qorvo

Market Cap: US$7.4b

Engages in development and commercialization of technologies and products for wireless, wired, and power markets worldwide.

QRVO

US$78.42

7D

8.4%

1Y

-21.2%

Page 1 of 2